# Heartbeat Estate Planning

> Heartbeat Estate Planning (iPhone/iPad app by Start Software.)

- Source: https://appshunter.io/ios/app/heartbeat-estate-planning/id6739335733 (this page in markdown: same URL + `.md`)
- Developer: [Start Software](https://appshunter.io/developer/1188622857)
- Category: Finance, Productivity
- Price: Free
- Age rating: 17+
- Requires: iOS 13.0 · 26 MB
- Languages: English
- Released: 2025-01-05
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/heartbeat-estate-planning/id6739335733/reviews.md

## What is Heartbeat Estate Planning?

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app.


Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.


If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance.


Legacy Portal —easy, safe & secure.


## Version history (last 2 releases)

### 1.0.22 — 2025-09-30

Orientation fix

### 1.0.0 — 2025-01-05

No release notes.

## Apps similar to Heartbeat Estate Planning

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Royal London](https://appshunter.io/ios/app/royal-london/id1452240242) | 4.6 (29) | Free | Finance |
| [Legacy Portal](https://appshunter.io/ios/app/legacy-portal/id6468660019) | — | Free | Finance |
| [TSB Mobile Banking](https://appshunter.io/ios/app/tsb-mobile-banking/id1160720878) | 4.8 (987) | Free | Finance |

## More apps by Start Software

- [Alpha Tracker Mobile](https://appshunter.io/ios/app/alpha-tracker-mobile/id1188622858)
- [Alpha Draw](https://appshunter.io/ios/app/alpha-draw/id1486168079)
- [Alfi by Alpha Legal](https://appshunter.io/ios/app/alfi-by-alpha-legal/id1559564119)
- [CTT Private Client](https://appshunter.io/ios/app/ctt-private-client/id6473020237)
- [EinsteinPortal](https://appshunter.io/ios/app/einsteinportal/id6478158155)
- [Tandem Estate Planning](https://appshunter.io/ios/app/tandem-estate-planning/id6499517629)

All apps by Start Software: https://appshunter.io/developer/1188622857

## Related topics

[heartbeat estate planning](https://appshunter.io/ios/topics/heartbeat-estate-planning)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-17.*